INF174V01317
Performance Analysis
The risk return chart shows the risk taken is -1.041% and return generated is 0.81%. It took almost similar kind of risk compared to others to generate good return.
The rolling return yield shows that the fund lies between maximum and minimum ans=d stayed pretty much close to upper quartile and has consistently generated better returns than the median most of the time.
The snail trail chart shows that the fund took less risk most of the times and some risks at times to generate positive returns most of the times and at times negative return.
The chart shows that the IR was really good at the start but slowly decreased over time even to negative and then again bounced back to positive and improved later.
Portfolio Analysis
The chart shows that the fund belongs to the large cap growth category. The range of the fund is broader than the category average.
Growth – The fund has tilted towards growth compared to value.
Yield – The fund is low yield generating.
Momentum – The fund has a high momentum factor.
Quality – The fund is close to medium quality.
Volatility – The fund has lower volatility but higher than the category average.
Liquidity – The fund has lower liquidity but slightly better than the category average.
Size – The fund is close to mid size and is sized lesser than the category average.
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